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Your wealth. Your way.

Cazenove Capital is the wealth management business of Schroders in the UK. We have been helping individuals, families and charities meet their financial objectives for many years and, to date*, manage over £50bn for our clients. We understand the impact your wealth has today and for generations to come. That’s why we work with you to help your investments create the future you want.

We can help with all aspects of your wealth planning needs including, portfolio management, banking and lending, business exit planning and corporate investments, sustainable investments, charity investments and philanthropy. We listen to you and build our service around your vision.

We have offices across the UK including Bristol, Birmingham, Oxford, Manchester, London, Chester, and Edinburgh. We also have Portfolio Directors based in Newcastle, Teesside, Leeds and Sheffield. Our goal is to provide you with local expertise and experience, with a global vision.

*as at October 2024

What we offer

Managing your wealth is about more than successful investing. Each person’s requirements are different, and you may need only specific services from us, but in most cases, our clients approach us for help on planning and implementing a strategy that can meet their specific goals.

We can help with all aspects of your wealth planning needs including, portfolio management, banking and lending, business exit planning and corporate investments, sustainable investments, charity investments and philanthropy. To find out more how we might be able to help, please contact one of our Portfolio Directors below.

Who we help

We help our clients plan for a successful financial future and understand that each client’s requirements will be unique. It may involve your family, your business or other interests - as well as the social or environmental causes you are passionate about.

We help private individuals, professional advisers, business owners and entrepreneurs, financial advisers, charities, family offices and US citizens living in the UK. To discuss your wealth management requirements, or to find out more about our services, please contact one of our Portfolio Directors below.

Contact your local Portfolio Director

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Simon Pearson

Portfolio Director and Regional Head - North of England

Mark Nicklin

Portfolio Director, Chester

Oliver York

Portfolio Director, Newcastle and Teesside

Richard Wood

Portfolio Director, Leeds

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Simeon Livesey

Portfolio Director, Manchester

Stephen Wilson

Portfolio Director, North Yorkshire and Teesside

Tim Bailey

Portfolio Director, South Yorkshire, Lincolnshire and North Midlands

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